Russia
Global
HSBC's Douglas Helfer, manager of the £240m GIF Russia Equity fund, has boosted his overweight position in energy since the start of the year, funded by profit-taking in materials.
04 March 2011
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2 min read
Investment
The soaring price of West Texas Intermediate (WTI) oil is set to hit $90 dollars a barrel this year, adding 20% to the earnings forecasts of Russian oil producers, says HSBC.
23 February 2011
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2 min read
Europe
Elena Shaftan is the head of Jupiter's emerging European team and manager of the £626m Emerging European Opportunities fund with Ingrid Kukuljan. Here she explains her fund positioning, why she does not subscribe to the ‘bigger fool' theory, and why the...
14 February 2011
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Emerging markets
Turkey is unlikely to suffer any contagion effects from the events in Egypt, says Jupiter's Elena Shaftan, but she warns the most dangerous time for investors will be after the country's next election on 4 June.
07 February 2011
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Global
BP's three Russian billionaire partners have filed for an injunction in London to stop the British company jumping into bed with their Kremlin-backed rival Rosneft, the Telegraph reports.
27 January 2011
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1 min read
Global
Russia is now in the same investment risk category as DR Congo, Sudan and Iraq, according to research from risk analysis firm Maplecroft.
24 January 2011
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Emerging markets
HSBC's Nick Timberlake believes there are strong pockets of opportunity in emerging markets including Russia which spent most of 2010 out of favour with global investors.
22 December 2010
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3 min read
UK
Artemis' Mark Niznik is continuing to eye a partial sale of his UK Smaller Companies fund's largest holding Vostok Energy, the unquoted Russian gas exploration company.
22 November 2010
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